How do I update or install Aatrix in Accounts Payable 7

With the release of version 7.87, we are improving our ability to meet your organization’s tax reporting needs by partnering with industry expert Aatrix. The Aatrix integration combines your data with their content to populate the integrated reports in compliance with state and federal tax agency regulations. The 1099-MISC eFiling solution provides a range of choices from a complete full service eFiling option to a partial eFiling of just the federal forms, state forms or both.

While we recommend using the complete eFiling option as a best practice, you could skip the eFiling option altogether and print to paper tax forms. Please be aware, there are costs associated with eFiling. Also the new option to eFile 1099-MISC forms impacts your decision whether to purchase paper tax forms.

When using Aatrix, each quarter you must run a mandatory update that loads new forms or changes to existing reports

Article
Number:71227

Products:

Accounts_Payable

When installing or updating Aatrix, you must be logged into the workstation as a local Windows administrator, launch Financial Edge (FE) as an Administrator, and log into FE with the Supervisor account.

Notes:

Before you can print or eFile tax reports, you may be required to update Aatrix forms.

The instructions below are specific to local installations only. If you are hosted with us, you do not need to install Aatrix.

Each quarter you must run a mandatory update that loads new forms or changes to existing reports. Follow these steps to install ( if needed ) and update tax reports:

After the installation is complete, exit out of the Blackbaud Administration console, Select 1099 Forms and click New

Fill the information out as needed and select Display Now

If you are due to update, a message appears asking to update now. Click Yes to run the update or Exit to run it later Note: You cannot run reports until you run the Aatrix update.

The Aatrix Update Client screen appears while the program downloads to files to update. When this is complete, the Aatrix Update Client - File Selection screen appears listing all the forms that are new or have updates.